Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40,896
| Closed | -$1.13M | – | 324 |
|
|
2024
Q4 | $1.13M | Buy |
40,896
+703
| +2% | +$19.4K | 0.14% | 103 |
|
|
2024
Q3 | $919K | Buy |
40,193
+193
| +0.5% | +$4.41K | 0.11% | 115 |
|
|
2024
Q2 | $828K | Buy |
40,000
+2,176
| +6% | +$45.1K | 0.09% | 120 |
|
|
2024
Q1 | $807K | Buy |
+37,824
| New | +$807K | 0.1% | 123 |
|